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Adamsbrown Wealth Consultants’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Adamsbrown Wealth Consultants’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Sell
35,276
-37
-0.1% -$1.27K 0.25% 42
2026
Q1 		$1.09M Sell
35,313
-59
-0.2% -$1.88K 0.29% 39
2025
Q4 		$1.06M Buy
35,372
+105
+0.3% +$3.13K 0.3% 37
2025
Q3 		$1.05M Sell
35,267
-1,300
-4% -$37.8K 0.29% 36
2025
Q2 		$1.03M Sell
36,567
-202
-0.5% -$5.33K 0.3% 35
2025
Q1 		$963K Buy
36,769
+196
+0.5% +$5.46K 0.3% 35
2024
Q4 		$1.01M Sell
36,573
-156
-0.4% -$4.45K 0.35% 33
2024
Q3 		$1.02M Sell
36,729
-8,871
-19% -$236K 0.35% 29
2024
Q2 		$1.18M Sell
45,600
-1,818
-4% -$47.6K 0.46% 25
2024
Q1 		$1.29M Sell
47,418
-2,070
-4% -$52.8K 0.52% 22
2023
Q4 		$1.24M Sell
49,488
-6,123
-11% -$140K 0.54% 21
2023
Q3 		$1.25M Sell
55,611
-10,698
-16% -$253K 0.62% 22
2023
Q2 		$1.57M Sell
66,309
-13,557
-17% -$306K 0.83% 21
2023
Q1 		$1.81M Buy
79,866
+1,020
+1% +$23.5K 1.04% 18
2022
Q4 		$1.72M Sell
78,846
-25,824
-25% -$566K 1.05% 18
2022
Q3 		$2.11M Sell
104,670
-250,029
-70% -$5.58M 1.61% 14
2022
Q2 		$7.42M Sell
354,699
-10,677
-3% -$246K 5.84% 6
2022
Q1 		$9.24M Buy
365,376
+15,681
+4% +$393K 7.32% 3
2021
Q4 		$9.38M Buy
+349,695
New +$9.33M 8.45% 3

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Adamsbrown Wealth Consultants's SCHM Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.1% in Q2 2026, selling an estimated $1.27K and leaving 35,276 shares worth $1.3M. The position accounts for 0.25% of the portfolio, ranked #42.

Adamsbrown Wealth Consultants first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.38M in Q4 2021. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Adamsbrown Wealth Consultants held 35,276 shares of Schwab US Mid-Cap ETF worth $1.3M as of Q2 2026.
  • Adamsbrown Wealth Consultants sold 37 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.27K.
  • Schwab US Mid-Cap ETF made up 0.25% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #42 holding.
  • Adamsbrown Wealth Consultants first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Adamsbrown Wealth Consultants's Schwab US Mid-Cap ETF position peaked at $9.38M in Q4 2021.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.